Lion-Phillip S-REIT ETF vs DIY REIT Portfolio

Lion-Phillip S-REIT ETF is the 3rd REIT ETF launched after Phillip SGX APAC Dividend Leaders REIT ETF and NikkoAM-StraitsTrading Asia ex Japan REIT ETF.

The following are the basic information for Lion-Phillip S-REIT ETF.

  • Tracked Index: Morningstar® Singapore REIT Yield Focus Index
  • Indicative DPU Yield (Net) = 4.7% (after tax and management fee)
  • Dividend Distribution:  Paid semi-annually at the manager’s discretion
  • Manager: Lion Global Investors Limited
  • Sub Manager: Phillip Capital Management (S) Ltd
  • Trustee: HSBC Institutional Trust Services (Singapore) Limited

I did a comparison if we DIY the REIT portfolio ourselves by mirroring the security weighting of the index and we can achieve 5.84% Gross Dividend Yield (exclude commission if we were to buy all 23 REITs).

If we have capital of more than $100,000, we can DIY our own portfolio and achieve higher net return (net off commission) than the 4.7% indicative yield of Lion-Phillip S-REIT ETF.

 

 

Singapore REITs Table.

Checkout how to achieve higher return by DIY your own Singapore REITs portfolio.

Alternatively, you can check out REITs Portfolio Advisory here.